How to Manage Your Company Budget Using Odoo 18 Accounting | Budget Management in Odoo 18 Accounting – CBMS Odoo ERP

Analytic budgets Analytic budgets allow for allocating and tracking income and expenses in detail, breaking down costs and revenues by specific projects, departments, or groups of transactions. Analytic budgets can be applied across various departments or projects to measure profitability and performance. Odoo manages analytic budgets using analytic accounting. To activate the option for creating analytic […]

How to Manage Manufacturing of the Item in Three Steps in Odoo 18 | Odoo 18 Manufacturing Tutorials – CBMS Odoo ERP

Odoo Manufacturing allows users to manufacture products using one, two, or three steps. When using three-step manufacturing, Odoo creates a pick components transfer, a manufacturing order (MO), and a store finished products transfer, and updates inventory counts based on the number of components removed, and finished products created. Create manufacturing order To manufacture a product in Odoo Manufacturing, […]

How to Manage Shipping Cost Invoicing in Odoo 18 Inventory | Odoo 18 Inventory Tutorials | Odoo 18 – CBMS Odoo ERP

Shipping cost invoicing Invoicing customers for shipping after delivery ensures accurate charges based on real-time shipping factors like distance, weight, and method. In Odoo, shipping costs can be invoiced in two ways: Agree with the customer on a fixed cost and include it in the sale order. Invoice shipping costs to the customer post-delivery, reflecting the […]

How to Manage Work Order Dependencies in Odoo 18 Manufacturing App | Odoo 18 Manufacturing Tutorials – CBMS Odoo ERP

Work order dependencies in Odoo 18 Manufacturing allow you to define a sequence for work orders within a manufacturing order (MO). This ensures that certain operations are completed before others, streamlining the production process and preventing bottlenecks.   Here’s a step-by-step guide on how to manage work order dependencies: 1. Enable Work Order Dependencies: Go […]

How to Manage User Types & Access Rights in Odoo 18 Accounting App | Odoo 18 Accounting Tutorials – CBMS Odoo ERP

Odoo 18 provides a flexible system for managing user access rights, ensuring data security and efficiency within your accounting operations. Here’s a breakdown of the key aspects: User Types Internal User: This is the default user type for employees within your organization. Internal users have access to various modules and functionalities based on their assigned […]

How to Book Meeting Rooms of Odoo 18 | Manage Schedules in Odoo 18 | Optimize Meeting Spaces in Odoo – CBMS Odoo ERP

Odoo 18: Streamline Your Meetings with the Meeting Room Module Odoo 18’s Meeting Room module provides a centralized platform for managing meeting room bookings and ensuring efficient meeting scheduling.   Key Features: Meeting Room Scheduling: Easily book and manage meeting rooms within your organization.   Real-time Availability: View real-time availability of meeting rooms and avoid […]

How to Manage Allocation Report for Manufacturing Orders in Odoo 18 | Odoo 18 Manufacturing| Odoo 18 – CBMS Odoo ERP

An Allocation Report for Manufacturing Orders in Odoo 18 provides an overview of the availability and allocation of materials required for production. This report is useful for tracking the status of raw materials, ensuring all components are available to complete manufacturing processes efficiently. Purpose of the Allocation Report Material Planning: Helps identify shortages or overstock […]

How to Manage Credit Limits in Odoo 18 Accounting | Sales Credit in Odoo 18 Accounting | Odoo 18 – CBMS Odoo ERP

In Odoo, the Sales Credit Limit refers to a feature used to manage and control customer credit limits in the Sales and Accounting modules. This ensures that customers do not place orders exceeding their predefined credit limit, helping businesses mitigate financial risks. How Sales Credit Limit Works in Odoo: Setting Up Credit Limits for Customers: […]

How to Create & Manage Online Courses in Odoo 18 eLearning | Odoo 18 Functional Tutorials | Odoo 18 – CBMS Odoo ERP

Odoo 18: A Comprehensive Learning Platform Odoo 18’s eLearning module empowers organizations to create engaging and effective online training programs. This powerful tool allows you to: Design and Deliver High-Quality Courses: Create interactive courses with videos, documents, quizzes, and more. Track Learner Progress: Monitor individual learner progress, track course completion rates, and identify areas for […]